Kestra Advisory Services, LLC
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About this Advisor
Herman Kahn is a certified financial planner in Pittsburgh, Pennsylvania. Currently a registered advisor with Kestra Advisory Services, LLC, they have accumulated an impressive 24 years of professional experience in the financial advisory industry. Kahn holds a Series 63 license, qualifying them as a securities agent. Kahn is registered to operate based out of Pennsylvania and Texas. Throughout their career, they have worked at Wealth Mgmt Strategies, Inc, Nfp Securities, Inc and Kestra Financial Services, Inc. Kestra Advisory Services, LLC is located in Pittsburgh, Pennsylvania, and operates out of 513 locations throughout the United States. In aggregate, Kestra Advisory Services, LLC manages $20 billion in assets throughout 75,277 accounts and retains more than 1,231 people. The amount of assets the firm manages makes it one of the largest financial advisory firms in the country. The firm manages 53,194 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 12% of the firm's investors are high-net-worth individuals, meaning they have greater than $1 million in assets. Kestra Advisory Services, LLC can provide financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. The firm's fees may include asset-based, hourly and fixed fees.
Certifications and Registrations
Years of Experience
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Kestra Advisory Services, LLC Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Herman Kahn Work History
Herman has 24 years of experience.
Kestra Financial Services, Inc
Wealth Mgmt Strategies, Inc
Nfp Securities, Inc
Herman Kahn has disclosures.
Please visit their SEC profile for more details.